Takeaways from ViaSat CEO Dankberg’s May 17 investor conference remarks:
— LEO constellations: ‘I don’t understand OneWeb/SpaceX. Few care about latency.’
— ViaSat-2: 100-200 Mbps for residential users, wireless model in Lat Am.
— 6-month penalty vs Hughes’s Jupiter-2 will evaporate in 6 months.
— Gogo’s 2Ku service is ‘just an antenna. The issue is satellite capacity.’
— A prospective ban on laptops on commercial flights won’t materially damage larger IFC market . . .
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